Ameriprise Financial Inc
AMP- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000820027
近 90 天，Ameriprise Financial Inc 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 1,396 家機構在 13F 申報持有，市值合計 $358.9 億；沒有大師持有。
2023 年第 2 季 13F 持有人
Ameriprise Financial Inc 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,079
- 較 2023 年第 1 季 +48 家
- 持有股數
- 8,646 萬
- 較 2023 年第 1 季 −161.1 萬 (−1.8%)
- 總市值
- $286.3 億
- 較 2023 年第 1 季 +$19.1 億 (+7.2%)
- 新進機構
- 109
- 另有 336 家加碼
- 清倉機構
- 61
- 另有 407 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,396 | $358.9 億 |
| 2026 年第 1 季 | 1,394 | $348.6 億 |
| 2025 年第 4 季 | 1,426 | $391.8 億 |
| 2025 年第 3 季 | 1,363 | $390.5 億 |
| 2025 年第 2 季 | 1,363 | $430.4 億 |
| 2025 年第 1 季 | 1,369 | $402.0 億 |
| 2024 年第 4 季 | 1,392 | $441.7 億 |
| 2024 年第 3 季 | 1,267 | $388.4 億 |
| 2024 年第 2 季 | 1,250 | $357.6 億 |
| 2024 年第 1 季 | 1,243 | $367.8 億 |
| 2023 年第 4 季 | 1,163 | $320.3 億 |
| 2023 年第 3 季 | 1,087 | $280.6 億 |
| 2023 年第 2 季 | 1,079 | $286.3 億 |
| 2023 年第 1 季 | 1,039 | $267.2 億 |
| 2022 年第 4 季 | 1,028 | $273.7 億 |
| 2022 年第 3 季 | 942 | $223.3 億 |
| 2022 年第 2 季 | 956 | $213.1 億 |
| 2022 年第 1 季 | 997 | $274.7 億 |
| 2021 年第 4 季 | 987 | $277.0 億 |
| 2021 年第 3 季 | 927 | $246.1 億 |
| 2021 年第 2 季 | 892 | $236.4 億 |
| 2021 年第 1 季 | 885 | $223.3 億 |
2023 年第 2 季持有機構
每家機構持有 Ameriprise Financial Inc 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 1,227 | $40.8 萬 | 0.01% | −169−12.1% | 減碼 |
| Trust Asset Management LLC | 1,230 | $40.9 萬 | 0.04% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 1,231 | $40.9 萬 | 0.05% | +146+13.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,236 | $41.1 萬 | 0.02% | −49−3.8% | 減碼 |
| Modera Wealth Management, LLC | 1,238 | $41.1 萬 | 0.01% | +425+52.3% | 加碼 |
| Power Corp of Canada | 1,239 | $41.2 萬 | 0.04% | +1,239 | 新進 |
| Allworth Financial LP | 1,241 | $41.2 萬 | 0.00% | −450−26.6% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $41.3 萬 | 0.11% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 1,254 | $41.7 萬 | 0.00% | −20,231−94.2% | 減碼 |
| Perritt Capital Management Inc | 1,264 | $42.0 萬 | 0.23% | −10−0.8% | 減碼 |
| Profund Advisors LLC | 1,268 | $42.1 萬 | 0.02% | −36−2.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,277 | $42.4 萬 | 0.00% | −96−7.0% | 減碼 |
| Wedbush Securities Inc | 1,283 | $42.6 萬 | 0.02% | +35+2.8% | 加碼 |
| Cigna Investments Inc | 1,285 | $42.7 萬 | 0.08% | −22−1.7% | 減碼 |
| Johnson Financial Group, Inc. | 1,290 | $42.8 萬 | 0.03% | +22+1.7% | 加碼 |
| Carr Financial Group Corp | 1,296 | $43.0 萬 | 0.17% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 1,299 | $43.1 萬 | 0.15% | +27+2.1% | 加碼 |
| Coastline Trust Co | 1,300 | $43.2 萬 | 0.06% | −285−18.0% | 減碼 |
| Ci Investments Inc. | 1,302 | $43.2 萬 | 0.00% | +26+2.0% | 加碼 |
| Renasant Bank | 1,305 | $43.3 萬 | 0.35% | −157−10.7% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 1,308 | $43.4 萬 | 0.23% | −5−0.4% | 減碼 |
| Northcape Wealth Management, LLC | 1,317 | $43.7 萬 | 0.16% | 00.0% | 不變 |
| McLean Asset Management Corp | 1,323 | $43.9 萬 | 0.17% | −2−0.2% | 減碼 |
| St Germain D J Co Inc | 1,333 | $44.3 萬 | 0.02% | +1,333 | 新進 |
| Dakota Community Bank & Trust NA | 1,343 | $44.6 萬 | 2.63% | −24−1.8% | 減碼 |
| Mission Wealth Management, LP | 1,347 | $44.7 萬 | 0.02% | +17+1.3% | 加碼 |
| Fund Management at Engine No. 1 LLC | 1,356 | $45.0 萬 | 0.08% | +78+6.1% | 加碼 |
| Checchi Capital Advisers, LLC | 1,364 | $45.3 萬 | 0.04% | +62+4.8% | 加碼 |
| Martingale Asset Management L P | 1,367 | $45.4 萬 | 0.01% | −621−31.2% | 減碼 |
| Crewe Advisors LLC | 1,376 | $45.7 萬 | 0.06% | +1+0.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,380 | $45.9 萬 | 0.01% | −275−16.6% | 減碼 |
| Clearstead Advisors, LLC | 1,382 | $45.9 萬 | 0.03% | −111−7.4% | 減碼 |
| United Capital Financial Advisers, LLC | 1,382 | $45.9 萬 | 0.00% | −3,878−73.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,400 | $46.5 萬 | 0.24% | +1,400 | 新進 |
| Lyell Wealth Management, LP | 1,404 | $46.6 萬 | 0.06% | −41−2.8% | 減碼 |
| Hancock Whitney Corp | 1,408 | $46.8 萬 | 0.02% | −17−1.2% | 減碼 |
| Pointe Capital Management LLC | 1,412 | $46.9 萬 | 0.35% | −50−3.4% | 減碼 |
| Horizon Investments, LLC | 1,421 | $47.0 萬 | 0.01% | +86+6.4% | 加碼 |
| FDx Advisors, Inc. | 1,420 | $47.2 萬 | 0.03% | +266+23.1% | 加碼 |
| Sage Mountain Advisors LLC | 1,440 | $47.8 萬 | 0.07% | +403+38.9% | 加碼 |
| Bank Ozk | 1,442 | $47.9 萬 | 0.23% | +1,442 | 新進 |
| Forum Financial Management, LP | 1,446 | $48.0 萬 | 0.01% | −22−1.5% | 減碼 |
| Vishria Bird Financial Group, LLC | 1,451 | $48.2 萬 | 0.29% | 00.0% | 不變 |
| Cambridge Trust Co | 1,455 | $48.3 萬 | 0.02% | −198−12.0% | 減碼 |
| Loomis Sayles & Co L P | 1,461 | $48.5 萬 | 0.00% | +125+9.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,470 | $48.8 萬 | 0.03% | +806+121.4% | 加碼 |
| EP Wealth Advisors, LLC | 1,433 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 1,480 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 1,482 | $49.2 萬 | 0.12% | +3+0.2% | 加碼 |
| Inceptionr LLC | 1,485 | $49.3 萬 | 0.26% | +1,485 | 新進 |
| Belpointe Asset Management LLC | 1,485 | $49.4 萬 | 0.05% | −501−25.2% | 減碼 |
| Gabelli Funds LLC | 1,500 | $49.8 萬 | 0.00% | 00.0% | 不變 |
| Estabrook Capital Management | 1,500 | $49.8 萬 | 0.08% | 00.0% | 不變 |
| Quent Capital, LLC | 1,501 | $49.9 萬 | 0.08% | +18+1.2% | 加碼 |
| Ballentine Partners, LLC | 1,505 | $50.0 萬 | 0.01% | +2+0.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,510 | $50.1 萬 | 0.48% | +78+5.4% | 加碼 |
| Basepoint Wealth LLC | 1,514 | $50.3 萬 | 0.42% | +7+0.5% | 加碼 |
| Insight Advisors, LLC | 1,520 | $50.5 萬 | 0.11% | −180−10.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,527 | $50.7 萬 | 0.33% | +1,527 | 新進 |
| Snowden Capital Advisors LLC | 1,528 | $50.8 萬 | 0.02% | +211+16.0% | 加碼 |
| Congress Wealth Management LLC | 1,530 | $50.8 萬 | 0.01% | −20−1.3% | 減碼 |
| Stephens Inc | 1,531 | $50.9 萬 | 0.01% | +243+18.9% | 加碼 |
| 1776 Wealth LLC | 1,533 | $50.9 萬 | 0.27% | −436−22.1% | 減碼 |
| Charter Oak Capital Management, LLC | 1,544 | $51.3 萬 | 0.07% | 00.0% | 不變 |
| Accel Wealth Management | 1,558 | $51.8 萬 | 0.28% | +17+1.1% | 加碼 |
| Geller Advisors LLC | 1,560 | $51.8 萬 | 0.06% | +1,560 | 新進 |
| DoubleLine ETF Adviser LP | 1,565 | $52.0 萬 | 0.19% | +373+31.3% | 加碼 |
| Insigneo Advisory Services, LLC | 1,574 | $52.3 萬 | 0.10% | −37−2.3% | 減碼 |
| Banque Cantonale Vaudoise | 1,573 | $52.3 萬 | 0.02% | −2,500−61.4% | 減碼 |
| Schechter Investment Advisors, LLC | 1,598 | $53.1 萬 | 0.05% | −76−4.5% | 減碼 |
| KLR Investment Advisors, LLC | 1,601 | $53.2 萬 | 0.44% | +62+4.0% | 加碼 |
| Ancora Advisors, LLC | 1,603 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,606 | $53.3 萬 | 0.03% | +36+2.3% | 加碼 |
| Howard Capital Management Group, LLC | 1,609 | $53.4 萬 | 0.05% | −30−1.8% | 減碼 |
| Grimes & Company, Inc. | 1,620 | $53.8 萬 | 0.02% | +6+0.4% | 加碼 |
| Fort Point Capital Partners LLC | 1,621 | $53.8 萬 | 0.08% | +3+0.2% | 加碼 |
| Ritholtz Wealth Management | 1,624 | $53.9 萬 | 0.02% | −68−4.0% | 減碼 |
| Gallacher Capital Management LLC | 1,629 | $54.1 萬 | 0.31% | +793+94.9% | 加碼 |
| Assetmark, Inc | 1,635 | $54.3 萬 | 0.00% | −20−1.2% | 減碼 |
| Grove Bank & Trust | 1,638 | $54.4 萬 | 0.11% | −18−1.1% | 減碼 |
| We Are One Seven, LLC | 1,649 | $54.8 萬 | 0.05% | +12+0.7% | 加碼 |
| Plimoth Trust Co LLC | 1,680 | $55.8 萬 | 0.17% | −45−2.6% | 減碼 |
| BMS Financial Advisors, LLC | 1,681 | $55.8 萬 | 0.36% | −804−32.4% | 減碼 |
| Argent Trust Co | 1,684 | $55.9 萬 | 0.03% | +91+5.7% | 加碼 |
| CAPROCK Group, Inc. | 1,684 | $56.0 萬 | 0.04% | +78+4.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,733 | $57.5 萬 | 0.02% | +14+0.8% | 加碼 |
| Pennsylvania Capital Management Inc | 1,735 | $57.6 萬 | 0.25% | −226−11.5% | 減碼 |
| Legacy Trust | 1,735 | $57.6 萬 | 0.16% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,737 | $57.7 萬 | 0.01% | −28−1.6% | 減碼 |
| Clarius Group, LLC | 1,745 | $58.0 萬 | 0.04% | +11+0.6% | 加碼 |
| Blueshift Asset Management, LLC | 1,749 | $58.1 萬 | 0.22% | +610+53.6% | 加碼 |
| Moody National Bank Trust Division | 1,751 | $58.2 萬 | 0.04% | −14−0.8% | 減碼 |
| Arlington Partners LLC | 1,758 | $58.4 萬 | 0.09% | +343+24.2% | 加碼 |
| Front Barnett Associates LLC | 1,762 | $58.5 萬 | 0.07% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,764 | $58.6 萬 | 0.19% | +126+7.7% | 加碼 |
| ERn Financial, LLC | 1,772 | $58.9 萬 | 0.12% | 00.0% | 不變 |
| Alberta Investment Management Corp | 1,800 | $59.8 萬 | 0.01% | 00.0% | 不變 |
| Lincoln National Corp | 1,813 | $60.2 萬 | 0.01% | +65+3.7% | 加碼 |
| Becker Capital Management Inc | 1,818 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 1,825 | $60.6 萬 | 0.02% | −227−11.1% | 減碼 |